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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
1601
Private Capital Management (Florida)
Florida
$1.38M -$172K -430 -10%
LWCFA
1602
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.37M
IFWM
1603
Institute for Wealth Management
Colorado
$1.37M
MAM
1604
MMA Asset Management
Pennsylvania
$1.37M +$91.4K +229 +6%
JWM
1605
JFG Wealth Management
Colorado
$1.37M
BHBT
1606
Burke & Herbert Bank & Trust
Virginia
$1.35M +$37.9K +95 +3%
GC
1607
Gratus Capital
Georgia
$1.35M +$473K +1,184 +46%
KFI
1608
Key Financial Inc
Pennsylvania
$1.35M +$47.9K +120 +3%
CBB
1609
Citizens Business Bank
California
$1.35M
NW
1610
NewEdge Wealth
Pennsylvania
$1.35M +$485K +1,214 +48%
MPI
1611
Mairs & Power Inc
Minnesota
$1.34M +$20K +50 +1%
AA
1612
ACT Advisors
North Carolina
$1.34M +$1.5M +3,747 New
RBFC
1613
Roman Butler Fullerton & Co
Missouri
$1.34M -$25.2K -63 -2%
TCOT
1614
Trust Company of Toledo
Ohio
$1.34M
UIA
1615
UBP Investment Advisors
Switzerland
$1.34M
MA
1616
MONECO Advisors
Connecticut
$1.34M -$26.4K -66 -2%
MG
1617
McCutchen Group
Washington
$1.34M
OWA
1618
Outlook Wealth Advisors
Texas
$1.33M -$2.31M -5,777 -61%
BWA
1619
Beam Wealth Advisors
Louisiana
$1.32M -$392K -981 -21%
MCM
1620
McRae Capital Management
New Jersey
$1.32M -$59.9K -150 -4%
JWM
1621
JGP Wealth Management
Oregon
$1.32M +$1.2K +3 +0.1%
Kovitz Investment Group Partners
1622
Kovitz Investment Group Partners
Illinois
$1.31M +$23.6K +59 +2%
ASFA
1623
All Season Financial Advisors
Colorado
$1.31M +$83.1K +208 +6%
VLC
1624
Van Leeuwen & Company
New Jersey
$1.31M +$11.2K +28 +0.8%
BMWM
1625
Brown Miller Wealth Management
Virginia
$1.31M -$3.59K -9 -0.2%